Liberty Wealth Management’s Lam Research LRCX Stock Holding History

Liberty Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Hold	1,562	–	–	0.04%	187
2026 Q1	$334K	Sell	1,562 -208	-12%	-$46.5K	0.04%	187
2025 Q4	$303K	Sell	1,770 -205	-10%	-$31.9K	0.04%	189
2025 Q3	$264K	Buy	+1,975	New	+$209K	0.04%	196
2024 Q3	–	Sell	-540	Closed	-$58K	–	239
2024 Q2	$58K	Buy	+540	New	+$51.8K	0.01%	214
2021 Q4	–	Sell	-1,990	Closed	-$117K	–	704
2021 Q3	$117K	Buy	1,990 +1,360	+216%	+$82.7K	0.04%	260
2021 Q2	$41K	Buy	+630	New	+$39.8K	0.02%	359
2021 Q1	–	Sell	-10	Closed	–	–	997
2020 Q4	$0	Buy	+10	New	+$421	﹤0.01%	1021
2020 Q2	–	Sell	-40	Closed	-$1K	–	931
2020 Q1	$1K	Buy	+40	New	+$1.15K	﹤0.01%	816
2019 Q3	–	Sell	-180	Closed	-$3K	–	930
2019 Q2	$3K	Buy	+180	New	+$3.42K	﹤0.01%	724
2019 Q1	–	Sell	-830	Closed	-$11K	–	796
2018 Q4	$11K	Buy	+830	New	+$11.9K	0.01%	416

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's LRCX Position: Q2 2026 in Review

Liberty Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,562 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #187.

Liberty Wealth Management first reported a position in LRCX in Q4 2018 and has held it in 11 quarters since. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Liberty Wealth Management held 1,562 shares of Lam Research worth $334K as of Q2 2026.
Liberty Wealth Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #187 holding.
Liberty Wealth Management first reported a position in Lam Research in Q4 2018 and has held it in 11 quarters since.
3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.